Capital Advisors Inc Vanguard Mid Cap ETF Transaction History

Capital Advisors Inc

$5.86 Billion
Q3 2025

A detailed history of Capital Advisors Inc transactions in Vanguard Mid Cap ETF stock. As of the latest transaction made, Capital Advisors Inc holds 763 shares of VO stock, worth $218,927. This represents 0.0% of its overall portfolio holdings.

Number of Shares

763

Holding current value

$218,927

% of portfolio

0.0%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 21, 2025	BUY	$279.83 - $293.74 $213,510 - $224,123	763 New	763 $224,000
Q1 2025 Apr 29, 2025	SELL	$251.87 - $277.95 $12,089 - $13,341	-48 Reduced 4.7%	973 $251,000
Q4 2024 Jan 29, 2025	SELL	$261.5 - $284.63 $37,133 - $40,417	-142 Reduced 12.21%	1,021 $269,000
Q3 2024 Oct 28, 2024	BUY	$237.84 - $263.83 $713 - $791	3 Added 0.26%	1,163 $306,000
Q2 2024 Jul 31, 2024	BUY	$234.99 - $248.98 $272,588 - $288,816	1,160 New	1,160 $280,000

Q4 2023 Jan 29, 2024	BUY	$195.66 - $233.95 $1,173 - $1,403	6 Added 0.23%	2,622 $609,000
Q3 2023 Oct 24, 2023	SELL	$206.6 - $228.23 $45,658 - $50,438	-221 Reduced 7.79%	2,616 $544,000
Q2 2023 Jul 18, 2023	BUY	$203.43 - $220.16 $44,958 - $48,655	221 Added 8.45%	2,837 $624,000
Q1 2023 Apr 19, 2023	SELL	$200.2 - $225.98 $7,407 - $8,361	-37 Reduced 1.39%	2,616 $551,000
Q4 2022 Jan 17, 2023	SELL	$186.57 - $217.26 $12,873 - $14,990	-69 Reduced 2.53%	2,653 $0
Q3 2022 Oct 17, 2022	BUY	$187.98 - $227.42 $8,083 - $9,779	43 Added 1.61%	2,722 $0
Q2 2022 Jul 15, 2022	BUY	$190.36 - $240.41 $184,839 - $233,438	971 Added 56.85%	2,679 $528,000
Q1 2022 May 05, 2022	BUY	$219.86 - $253.39 $375,520 - $432,790	1,708 New	1,708 $406,000
Q1 2019 May 10, 2019	SELL	N/A	-3,390 Closed	0 $0
Q4 2018 Feb 06, 2019	BUY	N/A	3,390 New	3,390 $0

Others Institutions Holding VO

# of Institutions

2,513

Shares Held

220M

Call Options Held

55K

Put Options Held

34.5K

Wells Fargo & Company San Francisco, CA

26.2M
Shares

$7.52 Billion
1.52% of portfolio
Jones Financial Companies Lllp

23M
Shares

$6.6 Billion
4.64% of portfolio
Bank Of America Corp Charlotte, NC

17.5M
Shares

$5.01 Billion
0.36% of portfolio
Creative Planning Overland Park, KS

8.33M
Shares

$2.39 Billion
1.9% of portfolio
Morgan Stanley New York, NY

8.23M
Shares

$2.36 Billion
0.15% of portfolio

View Full List

About VANGUARD MID-CAP ETF

Ticker VO
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